Melia Wealth LLC
Firm details
- Headquarters
- Tulsa, Oklahoma
- CRD number
- 145402
- Registered since
- April 28, 2017
- Website
- www.meliagroup.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals58.18%
- HNWI41.78%
- Corporations / Businesses0.04%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Melia Wealth LLC is an independent registered investment adviser that began SEC registration in 2017 and is organized as a limited liability company with individual ownership. The firm serves both individual and family clients as well as institutional accounts, charging advisory fees based on a percentage of assets under management. Its advisory services include financial planning, portfolio management for individuals and small businesses, and pension consulting; the firm also lists accounting among its business activities. Melia Wealth identifies as an active ESG investor, suggesting environmental, social, and governance criteria are incorporated into at least some investment decisions.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds67%
- Exchange Traded Equities30%
- Cash & Cash Equivalents4%
Contacts
3 of 4
Rebecca Benanzer
Executive Director of OperationsCRD 6770341
Madison Lynch
Financial AdvisorCRD 7342731
Bret Travis
OwnerCRD 5830899
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 4Active vs passive
$65.7M in ETFs
0%
$0
100%
$65.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VIRTUS INFRACAP US PREFERRED STOCK ETF (PFFA) | InfraCap | Active | Preferred Stock | $30.1M | 1,461,685 | 45.77% |
Location
Tulsa, OK
Tulsa
Location
Tulsa, OK
Headquartered in Tulsa, OK, anchoring the Tulsa-Muskogee-Bartlesville, OK metro in the South.
- Metro area
- Tulsa-Muskogee-Bartlesville, OK
- Region
- South
- County
- Tulsa
- Address
- 5424 S Memorial Dr
- Time zone
- CT (UTC-6)
- Office locations
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